Opening a Case: What We Need and How the Process Works

When you're ready to start a new matter in Nuix Neo Discover, we'll set up a fresh workspace tailored to your team, your data, and the way you plan to review. Opening a case isn't complicated, but there are a few decisions you'll make up front so the environment is named correctly, access is set, and your data loads smoothly.

This article explains what "opening a case" actually means, the information we'll ask for, and how each choice affects the workspace you'll receive.

What Opening a Case Is

A Discover case is a workspace built around your data: documents, emails, spreadsheets, media files, and the metadata that describes them. On top of that, your team adds coding, tags, issues, redactions, and all the work product that moves a matter forward.

Opening a case is simply the process of creating that workspace and preparing it to receive your data. Before we can do that, we confirm a few details - your preferred case name, who should be able to log in, how you want the data loaded, and whether you need training before review begins.

The decisions you'll make

To open a case, you'll provide five pieces of information. Here's what each one means and why it matters.

1. Preferred case name (20-character limit)

Every case needs a unique database name. This is the internal name Discover uses behind the scenes, and it must be 20 characters or fewer. You can choose something simple (e.g., Smith_v_Jones) or a matter code your team already uses. We'll confirm the name before creating the workspace.

2. Who should have access

Tell us which reviewers, counsel, or project managers should be able to log in. We can set up:

• Individual user accounts
• Role-based permissions (reviewer, admin, QC, etc.)
• Access limits if certain users should only see specific folders or productions

If you're not sure who needs access yet, we can start with a small group and expand later.

3. Any training required

If your team is new to Discover - or if this matter has workflows that differ from your usual process - let us know. We can provide:

• Reviewer onboarding
• Admin or QC training
• Workflow guidance (tagging, batching, productions, analytics)

Training can happen before or after the case opens, depending on your timeline.

4. Link to the data and basic details

To load your documents, we'll need a link to where the data currently lives (SFTP, cloud storage, vendor share, etc.). Along with the link, include any helpful context:

• Estimated file count
• Approximate size (GB/TB)
• File types (email containers, loose files, PDFs, images, etc.)
• Any special considerations (embedded content, foreign-language documents, mixed formats)

This helps us plan the load and estimate timelines.

5. English or French

Let us know your preferred language for the case interface and communications. We can configure the workspace and support materials in English or French depending on your team's needs.

What happens next

Once we have the five details above, we'll:

• Confirm the scope with you
• Create the case
• Load the data
• Set user access
• Provide training if requested

You'll receive a confirmation once the workspace is ready for review.

How to Request A New Case

Email us at support@noticiasolutions.com with:

• Your preferred case name (20-character limit)
• The list of users who should have access
• Whether you need training before review begins
• A link to the data plus any details about size, format, or content
• Your preferred language (English or French)

We'll take it from there and get your matter stood up quickly and cleanly.